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Evermay Wealth Management’s DexCom DXCM Stock Holding History

Evermay Wealth Management’s Portfolio DXCM Stock Details DXCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$373 – 643
2023
Q4 		$373 Buy
+3
New +$306 ﹤0.01% 597

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Evermay Wealth Management's DXCM Position: Q1 2024 in Review

Evermay Wealth Management sold out of DexCom (DXCM) in Q1 2024, closing a stake of 3 shares — an estimated $373 sold.

Evermay Wealth Management first reported a position in DXCM in Q4 2023 and held it in 1 quarter. The position peaked at $373 in Q4 2023. 1,032 funds tracked by Wall St. Rank hold DXCM as of Q1 2024.

  • Evermay Wealth Management reported no remaining DexCom position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 3 DexCom shares in Q1 2024, an estimated $373.
  • Evermay Wealth Management first reported a position in DexCom in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's DexCom position peaked at $373 in Q4 2023.
  • 1,032 funds tracked by Wall St. Rank held DexCom as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.